CHOD FAM FOUNDATION TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHOD FAM FOUNDATION TR (EIN 43-6475433)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-27
- IRS object ID
- 202112089349100026
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-27T14:24:33-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431552002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOPATA FLEGEL & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MASON RIDGE CENTER DRIVE SUITE | AddressLine1Txt |
| Address Line2 | 100 | AddressLine2Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436475433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHOD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GREENSFELDER HEMKER & GALE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHOD | BusinessNameControlTxt |
| Phone | 3145148881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S BROADWAY STE 2000 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD CHOD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3145148881 | PhoneNum |
| Signature | 2021-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | CHOD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY G LEWIS | PreparerPersonNm |
| PTIN | P00966654 | PTIN |
| Phone | 3145148881 | PhoneNum |
| Preparation | 2021-07-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,747,505 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $372,431 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $372,431 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,021,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,259 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $440,779 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $440,779 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,352 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,176 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,176 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,650 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,058 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $299 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,964 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $789,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $789,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $821,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,964 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $804,626 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$381,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $423,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $124,495 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,409 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,414 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,515,692 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,163,272 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,639,091 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,524 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,652,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,271,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,747,505 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,652,711 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,271,681 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,652,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,271,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,652,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,271,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,652,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$381,030 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,271,681 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,271,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,013,240 | $941,044 | $72,196 | $72,196 |
| ENTERPRISE PRODUCTS PARTNERS | P | $8,098 | $12,035 | -$3,937 | -$3,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,259 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,891 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,891 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,891 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,253 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,253 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,638 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LOPATA FLEGEL COMPANY LLP | IndividualWithBooksNm |
| Phone | 3145148881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MASON RIDGE CENTER DR | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD A CHOD | ||||||||
| 10 S BROADWAY STE 2000 | ST LOUIS | MO | 63102 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHERYL ABRAMS | ||||||||
| 10 S BROADWAY STE 2000 | ST LOUIS | MO | 63102 | OFFICER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,490,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $241,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,731,866 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,731,866 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $250,978 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,480,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $824,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $824,044 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,891 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,891 | TotalTaxAmt |
| Distributable Before Adj | $818,153 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $818,153 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $818,153 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $804,626 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $804,626 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $804,626 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $818,153 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,751 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $54,421 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,081 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $804,626 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $804,626 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,527 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,527 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $123,726 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $123,726 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $47,645 | ExcessFromYear2Amt |
| Excess From Year1 | $76,081 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 10195 CORPORATE SQUARE | ST LOUIS | MO | 63132 | NONE | EOF | GENERAL SUPPORT | $10,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD ST 7TH FL | NEW YORK | NY | 10016 | NONE | EOF | GENERAL SUPPORT | $1,800 |
| CONGREGATION B'NAI AMOONA | |||||||
| 324 S MASON RD | CREVE COEUR | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $150,000 |
| CONGREGATION TEMPLE ISRAEL | |||||||
| 1 RABBI ALVAN D RUBIN DRIVE | ST LOUIS | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $10,000 |
| COVENANT PLACE | |||||||
| 8 MILLSTONE CAMPUS DR 2000 | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $100,000 |
| DONALD DANFORTH PLANT SCIENCE CENTER | |||||||
| 975 NORTH WARSON ROAD | ST LOUIS | MO | 63132 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| EOLIA BAPTIST CHURCH | |||||||
| 304 N MAIN | EOLIA | MO | 63344 | NONE | EOF | GENERAL SUPPORT | $500 |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DR | ST LOUIS | MO | 63112 | NONE | EOF | GENERAL SUPPORT | $2,500 |
| GATEWAY TO HOPE | |||||||
| 845 NORTH NEW BALLAS COURT | ST LOUIS | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $60,000 |
| HARRIS HOUSE | |||||||
| 8315 SOUTH BROADWAY | ST LOUIS | MO | 63111 | NONE | EOF | GENERAL SUPPORT | $25,000 |
| HUMANE SOCIETY | |||||||
| 1201 MACKLIND AVENUE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $500 |
| J ASSOCIATES | |||||||
| 2 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $5,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 2 MILLSTONE CAMPUS DR | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $60,000 |
| JEWISH FAMILY & CHILDRENS SERVICES | |||||||
| 10950 SCHUETZ ROAD | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $5,000 |
| JEWISH FEDERATION OF ST LOUIS | |||||||
| 12 MILLSTONE CAMPUS DR | ST LOUIS | MO | 631465776 | NONE | EOF | GENERAL SUPPORT | $125,000 |
| LIFT FOR LIFE ACADEMY | |||||||
| 1731 SOUTH BROADWAY | ST LOUIS | MO | 63104 | NONE | EOF | GENERAL SUPPORT | $10,000 |
| MISSOURI BOTANICAL GARDEN | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $1,500 |
| MISSOURI HISTORY MUSEUM | |||||||
| 5700 LINDELL BOULEVARD | ST LOUIS | MO | 63112 | NONE | EOF | GENERAL SUPPORT | $2,500 |
| OPEN DOOR ANIMAL SANCTUARY | |||||||
| 6065 DUDA RD | HOUSE SPRINGS | MO | 63051 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| OPERATION FOOD SEARCH | |||||||
| 6282 OLIVE BLVD | ST LOUIS | MO | 63130 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| PONY BIRD | |||||||
| PO BOX 190 | MAPAVILLE | MO | 63065 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| RONALD MCDONALD HOUSE | |||||||
| 3450 PARK AVE | ST LOUIS | MO | 63104 | NONE | EOF | GENERAL SUPPORT | $2,000 |
| SAUL MIROWITZ JEWISH COMMUNITY SCHOOL | |||||||
| 348 SOUTH MASON ROAD | ST LOUIS | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $118,000 |
| ST LOUIS ART MUSEUM | |||||||
| ONE FINE ARTS DRIVE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| ST LOUIS HOLOCAUST MUSEUM | |||||||
| 12 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $50,000 |
| ST LOUIS MENS GROUP AGAINST CANCER | |||||||
| 21255 WOODSON ROAD | ST LOUIS | MO | 63114 | NONE | EOF | GENERAL SUPPORT | $10,000 |
| ST LOUIS POLICE FOUNDATION | |||||||
| 9761 CLAYTON ROAD | ST LOUIS | MO | 63124 | NONE | EOF | GENERAL SUPPORT | $25,000 |
| ST LOUIS SCIENCE CENTER | |||||||
| 5050 OAKLAND AVENUE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| ST LOUIS ZOO ASSOCIATION | |||||||
| ONE GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $2,500 |
| STL JEWISH LIGHT | |||||||
| 6 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| STRAY RESCUE OF ST LOUIS | |||||||
| 1463 S 18TH ST | ST LOUIS | MO | 63104 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| TENDER HEART HAVEN | |||||||
| 1197C EAST LOS ANGELES AVE | SIMI VALLEY | CA | 93065 | NONE | EOF | GENERAL SUPPORT | $2,000 |
| THE MUNY | |||||||
| 1 THEATRE DRIVE | ST LOUIS | MO | 63112 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 795195 | ST LOUIS | MO | 63179 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| THE USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $789,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $372,431 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,259 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $440,779 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $440,779 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $5,300 | Amt |
| Net Investment Income | $2,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (112 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES - 2,000 SH | $44,822 | $218,980 |
| ABBVIE - 2,000 SH | $48,606 | $214,300 |
| ALTRIA GROUP, INC. - 4,000 SH | $222,440 | $164,000 |
| AMEREN - 13,006 SH | $512,135 | $1,015,248 |
| BANK OF AMERICA CORP - 4,000 SH | $65,520 | $121,240 |
| CHEVRON - 4,500 SH | $499,892 | $3,801,025 |
| COMMERCE BANCSHARES - 39,041 SH | $210,949 | $2,564,994 |
| CONOCOPHILLIPS - 3,000 SH | $157,915 | $119,970 |
| ELI LILLY - 8,000 SH | $570,200 | $1,350,720 |
| INTEL CORP - 33,000 SH | $742,583 | $1,644,060 |
| JOHNSON & JOHNSON - 3,000 SH | $300,780 | $472,140 |
| JP MORGAN CHASE & CO - 3,000 SH | $179,400 | $381,210 |
| KIMBERLEY CLARK CORP - 5,900 SH | $604,471 | $795,497 |
| MERCK - 2,800 SH | $145,637 | $229,040 |
| PEPSICO INC - 5,000 SH | $333,941 | $741,500 |
| PHILLIP MORRIS INTERNATIONAL - 4,000 SH | $332,160 | $331,160 |
| PHILLIPS 66 - 1,500 SH | $46,930 | $104,910 |
| PROCTER & GAMBLE - 2,000 SH | $141,334 | $278,280 |
| QUALCOMM INC - 1,300 SH | $104,610 | $198,042 |
| ROYAL DUTCH SHELL PLC - 1,200 SH | $77,070 | $42,168 |
| TOTAL S.A. SPONS ADR - 2,000 SH | $110,641 | $83,820 |
| VERIZON - 3,000 SH | $101,541 | $176,250 |
| WAL-MART - 5,000 SH | $249,957 | $720,750 |
| 3M CO - 1,500 SH | $217,676 | $262,185 |
| FEDERATED MONEY MKT TR GOVT OBLIGS FD INSTL GOIXX | $761,864 | $761,859 |
| FEDERATED US TREASURY CASH RESERVES MONEY MARKET INSTL CL SH UTIXX | $2,169,624 | $2,169,606 |
| FIRST TR FUND IV ETF SENIOR LOAN FUND FTSL - 327 SH | $15,288 | $15,562 |
| FIRST TR VALUE LINE ETF FVD - 647 SH | $19,733 | $22,690 |
| FIRST TRUST CAPITAL ETF STRENGTH FTCS - 355 SH | $18,255 | $23,963 |
| FIRST TRUST DOW JONE ETF INTERNET INDEX FUND FDN - 152 SH | $18,270 | $32,259 |
| FIRST TRUST MID CAP ETF CORE ALPHADEX FUND FNX - 194 SH | $12,470 | $16,110 |
| FIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUND QTEC - 238 SH | $16,981 | $32,861 |
| FIRST TRUST ENHANCED SHORT MATURITY ETF FTSM - 350 SH | $20,703 | $21,014 |
| FIRST TR ETF FD VII TCW OPPORTUNISTIC FXD INCOME ETF FIXD - 384 SH | $20,273 | $21,016 |
| FIRST TR ETF IV FIRST TR LOW DURATION MTG OPPORTUNITIES ETF LMBS - 406 SH | $20,947 | $20,897 |
| FIRST TRST HLTH CARE ETF ALPHADEX FUND FXH - 647 SH | $15,115 | $21,448 |
| FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ETF FTA - 330 SH | $17,203 | $18,127 |
| FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND ETF QCLN - 208 SH | $13,374 | $14,608 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF RDVY - 616 SH | $22,287 | $24,603 |
| FIRST TRUST SMALL CAP CORE ALPHADEX FUND ETF FYX - 217 SH | $13,342 | $16,701 |
| ISHARES ETF EDGE MSCI MIN VOL EAFE EFAV - 161 SH | $11,742 | $11,819 |
| ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF QUAL - 150 SH | $14,888 | $17,432 |
| ABBOTT LABORATORIES - 216 SH | $14,897 | $23,650 |
| ACCENTURE PLC IRELAND - 96 SH | $15,187 | $25,076 |
| ALEXION PHARMCEUTICALS INC - 138 SH | $14,918 | $21,561 |
| AMAZON COM INC - 12 SH | $19,158 | $39,083 |
| APPLE INC - 428 SH | $18,367 | $56,791 |
| APPLIED MATERIALS INC - 294 SH | $13,680 | $25,372 |
| BANK OF AMERICA CORP - 571 SH | $15,737 | $17,307 |
| CISCO SYSTEMS INC - 533 SH | $24,051 | $23,852 |
| COMCAST CORP NEW CL A - 394 SH | $14,904 | $20,646 |
| COSTCO WHSL CORP NEW COM - 67 SH | $14,813 | $25,244 |
| DISNEY WALT COMPANY - 113 SH | $15,606 | $20,473 |
| DUPONT DE NEMOURS INC - 308 SH | $20,459 | $21,902 |
| ELECTRONIC ARTS INC - 143 SH | $16,089 | $20,535 |
| EXELON CORPORATION - 227 SH | $9,347 | $9,584 |
| HOME DEPOT INC - 99 SH | $17,402 | $26,296 |
| JPMORGAN CHASE & CO - 204 SH | $22,095 | $25,922 |
| KBR INC - 1005 SH | $21,590 | $31,085 |
| MASCO CORP - 380 SH | $14,728 | $20,873 |
| MASTERCARD INC CL A - 66 SH | $12,596 | $23,558 |
| MEDTRONIC INC CL A - 101 SH | $10,441 | $11,831 |
| MICROSOFT CORP - 188 SH | $19,843 | $41,815 |
| MORGAN STANLEY & CO - 181 SH | $8,882 | $12,404 |
| PENNYMAC FINL SVCS INC NEW - 265 SH | $12,654 | $17,389 |
| PEPSICO INCORPORATED - 128 SH | $14,777 | $18,982 |
| TEXAS INSTRUMENTS INC - 154 SH | $14,844 | $25,276 |
| TJX COS INC NEW - 386 SH | $18,308 | $26,360 |
| UNITEDHEALTH GROUP INC - 89 SH | $23,436 | $31,211 |
| VERIZON COMMUNICATIONS - 278 SH | $16,459 | $16,333 |
| WHIRLPOOL CORP - 159 SH | $15,805 | $28,698 |
| ABBOTT LABORATORIES - 216 SH | $14,841 | $23,650 |
| ACCENTURE PLC IRELAND - 65 SH | $10,229 | $16,979 |
| AFLAC INC - 252 SH | $10,949 | $11,206 |
| AMERICAN TOWER CORP REIT - 61 SH | $9,770 | $13,692 |
| APPLE INC - 91 SH | $7,947 | $12,075 |
| ANALOG DEVICES INC - 89 SH | $9,837 | $13,148 |
| AUTOMATIC DATA PROCESSING - 88 SH | $12,499 | $15,506 |
| BECTON DICKINSON & CO - 83 SH | $20,122 | $20,768 |
| BLACKROCK INC - 24 SH | $11,408 | $17,317 |
| BROADRIDGE FINANCIAL SOLUTIONS - 99 SH | $9,745 | $15,167 |
| BROWN AND BROWN INC - 347 SH | $9,879 | $16,451 |
| CISCO SYSTEMS INC - 359 SH | $16,085 | $16,065 |
| COMCAST CORP NEW CL A - 263 SH | $9,847 | $13,781 |
| COSTCO WHSL CORP NEW COM - 67 SH | $14,721 | $25,244 |
| DOVER CORP COMMON - 111 SH | $12,315 | $14,014 |
| ECOLAB INC - 63 SH | $9,683 | $13,631 |
| EMERSON ELECTRIC CO - 173 SH | $13,173 | $13,904 |
| FACTSET RESEARCH SYSTEMS INC - 45 SH | $10,322 | $14,963 |
| GENUINE PARTS CO COM - 197 SH | $18,577 | $19,785 |
| HOME DEPOT INC - 87 SH | $14,703 | $23,109 |
| HONEYWELL INTERNATIONAL INC - 67 SH | $11,032 | $14,251 |
| JACK HENRY & ASSOC INC - 74 SH | $10,053 | $11,987 |
| JOHNSON & JOHNSON - 111 SH | $15,576 | $17,469 |
| JPMORGAN CHASE & CO - 100 SH | $10,834 | $12,707 |
| LINDE PLC - 62 SH | $9,775 | $16,338 |
| MAXIM INTEGRATED PRODS INC - 151 SH | $8,699 | $13,386 |
| MCDONALDS CORP - 53 SH | $9,667 | $11,373 |
| MICROSOFT CORP - 141 SH | $14,774 | $31,361 |
| NIKE INC CLASS B - 111 SH | $8,628 | $15,703 |
| PEPSICO INCORPORATED - 85 SH | $9,826 | $12,606 |
| PHILLIPS 66 - 113 SH | $7,595 | $7,903 |
| S&P GLOBAL INC - 55 SH | $9,654 | $18,080 |
| SOUTHERN COMPANY/THE SO - 239 SH | $12,410 | $14,682 |
| STRYKER CORP - 65 SH | $12,753 | $15,928 |
| T ROWE PRICE GROUP INC - 102 SH | $9,792 | $15,442 |
| TARGET CORP - 26 SH | $3,808 | $4,590 |
| TEXAS INSTRUMENTS INC - 109 SH | $10,688 | $17,890 |
| UNITEDHEALTH GROUP INC - 74 SH | $19,602 | $25,950 |
| VERIZON COMMUNICATIONS - 206 SH | $12,255 | $12,103 |
| WALMART INC - 69 SH | $9,035 | $9,946 |
| 3M CO - 33 SH | $5,522 | $5,768 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $24,352 | LegalFeesAmt |
| Net Investment Income | $12,176 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,176 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $80 | $80 | $0 |
| ENTERPRISE PRODUCT PARTNERS | $219 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $2,058 | Amt |
| Net Investment Income | $2,058 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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